Stacy Biermaier is a CFP-designated registered investment advisor at Jnba Financial Advisors, LLC, based in Bloomington, MN, with 12 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the complexity of the engagement. For clients with less than $1,000,000, JNBA may charge a minimum annual flat fee of $10,000.
Fee Estimator
Location
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jnba Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Stacy partners closely with Senior Advisors assisting with and guiding financial plan development for JNBA clients. As a leading member of the Financial Planning Committee, she is responsible for implementing financial planning initiatives across the firm. She also executes day-to-day operational items and client requests to support Advisory Teams including coordination with the TD Ameritrade service group and working with the Client Service Team to execute complex client requests. Her dedication to JNBA clients, their success, and the experience they have with the firm is an asset to clients and colleagues alike.